Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
 
Old 01-08-2006, 07:53 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Problem downloading from Schwab for the first time

In microsoft.public.money, Dave Schwartz wrote:

- quote -

> I have had a few accounts with Schwab for a while, and have been entering
> all of the data into Money manually. I wanted to try to start downloading
> these accounts. My online account setup worked fine, but the download
> produced hundreds of transactions, when all I wanted to do was download my
> December 1995 statement. I reviewed the transactions, figuring that maybe
> just the first time I downloaded there would be a problem, but the program
> did not seem to ask me to match a downloaded statement to the register, it
> only gave me the option of voiding or postponing. Voiding the transactions
> produced a mess, and postponing the transactions only postponed the mess. I
> just want to download my last month's transactions. Does anyone know how to
> do that? Thanks


Voiding produced a mess? You mean beyond having voided transactions?
You can access these in the register for deleting by sorting the
transactions by order of entry.


If you are using a newer version of Money, I think Money asks how
far back you want to go initially.

You may be better off going to the account list, and right-clicking
where it says you have transactions to read. Choose Delete. Enter
December transactions by hand, and lets hope the transactions from
now on work nicely for you.
  #-1  
Old 01-08-2006, 07:44 PM
Dave Schwartz
Guest
 
Posts: n/a
Default Problem downloading from Schwab for the first time

I have had a few accounts with Schwab for a while, and have been entering
all of the data into Money manually. I wanted to try to start downloading
these accounts. My online account setup worked fine, but the download
produced hundreds of transactions, when all I wanted to do was download my
December 1995 statement. I reviewed the transactions, figuring that maybe
just the first time I downloaded there would be a problem, but the program
did not seem to ask me to match a downloaded statement to the register, it
only gave me the option of voiding or postponing. Voiding the transactions
produced a mess, and postponing the transactions only postponed the mess. I
just want to download my last month's transactions. Does anyone know how to
do that? Thanks

--
Dave Schwartz
Commack, NY


 

Tags
downloading, problem, schwab, time
Similar Threads
Thread Forum Replies Last Post
Quotes update problem - is my time up?
Green: I'm using Microsoft Money 2004 Standard Edition, Canada. Today is Oct 3rd, I ask for a quotes update. Everything appears fine EXCEPT the reported...
Microsoft Money 3 10-04-2005 06:16 PM
Problem again with Downloading OFX files
Jon Rankin: Hello, I previously had a problem downloading OFX files. The problem went away and I never understood what caused the problem. The error I get...
Microsoft Money 5 06-22-2005 02:39 PM
Problem downloading OFX files.
Bart Simpson: I thought this was a bank issue based on the error message I received, but I get it at every bank: "A communication error occurred. Please try...
Microsoft Money 5 05-18-2005 07:04 PM
Problem downloading transactions
C.B. McCoy: Since upgrading to Money 2005 whenever I download transactions to credit card accounts they are automatically accepted as new even though some may...
Microsoft Money 5 11-28-2004 10:46 PM
problem with downloading quote
ying: Some time I can download quote but most the time I was unable to download quote. (ask to check internet connection or try back later ). I have...
Microsoft Money 2 01-17-2004 02:28 AM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 03:14 PM.